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SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 27 Institutional holders with a total value of $81,959,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 334,188 16,572,000 20.22%
2 Spruce Investment Advisors LLC 310,982 15,421,000 18.82%
3 Hugh Johnson Advisors LLC 141,738 7,029,000 8.58%
4 Leonetti & Associates, LLC 126,700 6,283,000 7.67%
5 Cetera Advisor Networks LLC 124,100 6,157,000 7.51%
6 DOWLING & YAHNKE LLC 83,304 4,131,000 5.04%
7 BAINCO INTERNATIONAL INVESTORS 60,280 2,989,000 3.65%
8 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 48,903 2,425,000 2.96%
9 Stillwater Investment Management, LLC 48,574 2,409,000 2.94%
10 DUMONT & BLAKE INVESTMENT ADVISORS LLC 42,063 2,086,000 2.55%
11 D L CARLSON INVESTMENT GROUP INC 41,960 2,081,000 2.54%
12 CONDOR CAPITAL MANAGEMENT 39,444 1,956,000 2.39%
13 LEE DANNER & BASS INC 34,716 1,722,000 2.10%
14 MURPHY CAPITAL MANAGEMENT INC 33,491 1,659,000 2.02%
15 CHILTON CAPITAL MANAGEMENT LLC 31,985 1,586,000 1.94%
16 Sequent Asset Management, LLC 29,915 1,483,000 1.81%
17 ARS Investment Partners, LLC 26,783 1,328,000 1.62%
18 NORTH AMERICAN MANAGEMENT CORP 23,437 1,162,000 1.42%
19 KCM INVESTMENT ADVISORS LLC 16,215 804,000 0.98%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 15,500 769,000 0.94%
21 Ramsay, Stattman, Vela & Price, Inc. 9,700 481,000 0.59%
22 Cetera Advisors LLC 9,591 477,000 0.58%
23 SMITH HAYES Advisers, Inc 7,160 355,000 0.43%
24 Geneva Advisors, LLC 6,151 305,000 0.37%
25 Constellation Wealth Advisors, LLC 4,784 237,000 0.29%
26 Bollard Group LLC 583 29,000 0.04%
27 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 470 23,000 0.03%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.